Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,214 |
Filed as: FIDELITY INVEST INS OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST. INST'L OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | -$18,254 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,799 | $73,102+233.5% | $123,544+97.3% | $56,287+333.1% |
| Participation rate | 93.5% | 74.3%+19.2pp | 82.3%+11.2pp | 69.9%+23.6pp |
| Annual return | -5.28% | 3.01%-8.3pp | 119.20%-124.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $9,380 | $2,977+215.1% | $4,628+102.7% | $2,111+344.3% |
| Participant deferral / active EE | $11,153 | $5,423+105.7% | $6,426+73.6% | $3,350+233.0% |
| Admin fee / account holder | -$47 | $554-108.5% | $9,284-100.5% | $521-109.0% |